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Your Playbook

Guides, calculators, and real case studies — all yours. Download what's useful, run your own numbers, and reach out whenever you're ready to talk.

Interactive Tools
Run Your Own Numbers

Five minutes with any of these and you'll have a real picture of where you stand. No login required.

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Calculator 01
Concentrated Stock Risk
See what a 20%, 30%, or 50% drop actually does to your net worth
  • Collar + PVF strategy comparison
  • Monetize up to 80% without triggering a taxable sale
  • Tax-loss harvesting offset projections
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Calculator 02
Business Exit Tax Planner
The real tax cost of selling — and what you can do about it before you sign
  • Lump sum vs. installment sale modeling
  • QSBS §1202 exclusion + DAF strategies
  • Four scenarios: No Planning → Full Playbook
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Calculator 03
Real Estate Liquidation
1031, installment sale, or just sell — see the actual after-tax difference
  • 1031 exchange vs. outright sale comparison
  • Depreciation recapture + capital gains modeling
  • Opportunity zone and installment sale scenarios
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The Playbook in Action
Real Situations. Real Strategies.

These are based on real client scenarios. Names are changed, but the numbers and the process are real.

Case Study
The Real Estate Exit
$2.8M investment property · $1.9M in unrealized gains · Depreciation recapture looming · No exit strategy
Two decades of appreciation and depreciation created a tax bill that made selling feel impossible. We mapped out a 1031 exchange alongside an installment sale structure and layered in opportunity zone deferrals. Same liquidity goal, six figures less in taxes.
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Case Study
The Concentrated Stock Problem
$570K combined income · $1.5M in one stock swinging 15% a month · No exit plan
Over 50% of their net worth in one volatile position. The capital gains bill felt paralyzing — so nothing was happening. We built a multi-year plan to protect, defer, and systematically diversify without a surprise tax bill.
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Case Study
The Business Exit
$600K+ owner's comp · $3.5M business valuation · Exit in ~5 years · No tax plan
Built a business worth millions but had no plan to keep the proceeds. We put together a five-year tax offset strategy with a long/short SMA, structured seller financing, and defined the succession path. Same exit, very different outcome.
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Free Guides
The Playbooks

These are the same frameworks we use with our own clients. No fluff, no filler — just the stuff that actually moves the needle.

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Guide 01
The Concentrated Stock Playbook

The full strategy — from protecting a concentrated position to monetizing it without a surprise tax bill. Collars, prepaid forwards, direct indexing, and the step-by-step process we use with clients.

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Guide 02
The Business Exit Playbook

Built a business worth millions but no plan to keep the proceeds? This walks through installment sales, QSBS exclusions, DAF strategies, and the timeline that makes each one work.

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Guide 03
The Real Estate Exit Playbook

Selling investment property and dreading the tax hit? 1031 exchanges, installment sales, opportunity zones, and the real math behind each option so you can keep more of what you've built.

You've got the tools. Want to talk through what they mean?

The guides and calculators give you a real picture of where you stand. A conversation is where we connect those numbers to a plan that's actually built around your situation.

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Playbook Wealth Partners
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